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Reading the graph
Advisor at MAIN STREET RESEARCH LLC
LAKEVILLE, CT | Sausalito, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAIN STREET RESEARCH LLC | Independent wealth | Sep 26, 2024 | n/a | yes | Sausalito, CA|LAKEVILLE, CT | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 27, 2022 | Sep 27, 2024 | no | Tampa, FL|FORT MILL, SC | Previous registration |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC | Independent wealth | Feb 4, 2022 | Aug 15, 2022 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MAIN STREET RESEARCH LLC | Sep 27, 2024 | Sep 26, 2024 | -1 | Firm change | Ibd to RIA |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC | LPL FINANCIAL LLC | Aug 15, 2022 | Oct 27, 2022 | 73 | Firm change | RIA to RIA |